Financial Advisor

Premier Jobs UK; Wolverhampton; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial recruitment agency in the UK is looking for an experienced Financial Advisor to manage a portfolio of high net worth clients. The ideal candidate will have over 5 years of experience, a proven ability to retain clients, and a customer-focused approach. You will receive a client bank and have the opportunity to grow your assets under management. This position is based in Wolverhampton.

Qualifications

• 5+ years' experience as a Financial Advisor.
• Experience with clients having holdings over £250,000.
• Experience in taking over and retaining acquired clients.

Responsibilities

• Manage high net worth individual clients with wealth management needs.
• Grow assets under management and identify new business opportunities.
• Collaborate with paraplanning and client care team for support.

Skills

Client relationship management

Cash flow modelling

Customer focus

Job description

This employed Financial Advisor job in Wolverhampton is available to takeover an acquired client bank

You will be provided with a client bank including high net worth individuals to provide high quality wealth management on pensions, investments, tax planning, savings and protection. You should aim to grow the assets under management through bringing across additional assets, seeking referrals and identifying business opportunities.

Their sizeable paraplanning and client care team are on hand to provide timely reports and support you to be highly effective in your role.

Ideally you should be already offering cashflow modelling to clients and have experience of successfully onboarding recently acquired clients.

Financial Advisor Requirements

• You should have 5+ years' experience as a Financial Advisor
• You must have experience of regularly working with clients with holdings in excess of £250,000
• You must have experience of taking over and retaining acquired clients
• Individuals with experience of cash flow modelling would be advantageous
• You must have a customer focused approach to your work